全国两会于近日拉开帷幕，所释出的经济目标数字与政策信号亦总体符合经济学家的预期。与此同时，美国政策的持续调整仍在扰动全球宏观经济格局。在此背景下，港股继续稳步上扬并明显跑赢A股，美股的反应则较为消极。我们该如何理解当前行情背后的逻辑？最近一系列的关税变动又对美元未来的走势意味着什么？ 本期播客（于2025年3月6日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。由Julius Baer

①China launches pioneering underwater intelligent computing cluster in Hainan ②Robots enhance water rescue efforts in China's coastal regions ③Chinese animated blockbuster sparks hunt for ancient clues in museums ④Ancient walled city unearthed in south China ⑤A Thousand Whys: What did ancient Chinese "female officials" do?…

①China-developed AS700D electric manned airship completes maiden flight ②In China, tourists can take a hike — or let a robot do the work ③Shanghai rolls out three-year plan to promote tourism ④New air route links China's ancient city with Malaysia ⑤Study reveals global urban vegetation dynamics from 1990 to 2021 ⑥A Thousand Whys: "Jingzhe", a time …

随着通胀预期升温、信用利差处于历史低位以及美国国债市场走势主导市场情绪，投资者应如何部署其投资组合？ 本期《市场透视》播客节目中，我们的亚洲基金专家Simon Song将与摩根资产管理亚洲（日本除外）固定收益投资专家团队主管Jonathan Liang深入探讨当前固定收益市场的关键议题，以及企业信贷领域的最新动态。由Julius Baer

①China establishes over 30,000 smart factories: ministry ②Chinese scientists unveil aerial/terrestrial robot prototype for Mars exploration ③China to implement comprehensive tagging system for ancient, notable trees ④New insect species found in south China urban wetland ⑤A Thousand Whys: Flower Festival - an ancient celebration remembered…

①Chinese superconducting quantum computer receives over 20 million global visits ②Chinese scientists develop "precision therapy" to revive lithium batteries ③New key labs on healthcare, green energy to be built in SW China ④Rise of immersive VR industry drives vitality of China's cultural consumption market ⑤China builds over 2,100 "quiet communiti…

①China to boost senior-friendly tourism with more specialized train services ②China's homegrown AG600M amphibious aircraft complete first test flights in Year of Snake ③Chinese research brings hope for painless, non-invasive test for blood glucose ④Warm extremes undermine ecosystem carbon sequestration: study ⑤A Thousand Whys: Why Chinese believe "…

①Over 20 mln Chinese consumers apply for electronic products trade-in subsidies ②"Paw-sengers" aboard thanks to more pet-friendly airlines ③Beijing introduces measures to support sci-tech service industry ④Chinese researchers use Earth science satellite to monitor offshore oil, gas platforms ⑤A Thousand Whys: Why do Chinese people adore winter jasm…

①Beijing English Map launched for trial operation ②Training facility for humanoid robots launched in Shanghai ③China's Hainan commercial launch site to build two new launch pads ④Chinese scientists advance development of High-energy Underwater Neutrino Telescope ⑤China expands mangrove forest coverage amid conservation efforts ⑥A Thousand Whys: Why…

①China's Chang'e-7 mission to land on lunar south pole for water ice search: report ②Chinese scientists develop new AI model for cyclone forecast ③China unveils first guidelines on NEV insurance ④This Spring Festival, travelers are swiping right — on each other's homes ⑤A Thousand Whys: The charm and magic behind Chinese calligraphy…

除“春节行情”效应外，近期中国股市回升的背后存在着三大潜在推动力：美国总统特朗普加征关税的影响弱于市场预期；DeepSeek的横空出世令国内市场信心显著回升；以及随着三月全国两会临近，政策宽松预期持续升温。这些因素共同构筑了当前市场的上行动能。 本期播客（于2025年2月7日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。由Julius Baer

①Beijing boasts over 2.1 million professionals in high-end industries: report ②Chinese firm launches expressway unmanned truck platoon self-driving testing ③Scientists develop most refined chimpanzee brain atlas ④Australian-Chinese research makes breakthrough in solving mystery of how Mars evolved ⑤Critically-endangered ducks spotted in N China nat…

近年的统计数据显示，全球范围内亟需投入巨额资金，以维护老化的基础设施并建设与现代经济发展同步的新型基础设施。 然而，仅依靠政府之力，难以满足每年高达数万亿美元的资金需求。因此，私募投资在这一领域扮演着不可或缺的重要角色。 那么，什么是私募基础设施，其对投资者来说又具有什么意义？ 本期《市场透视》播客节目中，我们特别邀请了KKR香港的销售代表Michael Hsu分享他对私募基础设施的洞见，与我们的亚洲基金专家Simon Song一同深入探讨私募基础设施领域中的关键动态和主题趋势，以及私募基础设施投资在多元化投资组合中所能发挥的重要作用。由Julius Baer

①China promotes data labeling to spur AI development ②China's sci-tech museums draw over 100 mln visits in 2024 ③Chinese dark tea steeps its way to popularity along Maritime Silk Road ④Oldest ornithischian dinosaur from Asia identified in southwest China ⑤Scientists conduct new Antarctic voyage to venture further south ⑥A Thousand Whys: How do Chin…

①China to promote use of humanoid robots for elderly care ②China delivers first batch of homegrown, mass-produced large civil UAVs ③Chinese researchers complete world's largest snow leopard population survey spanning 360,000 square km ④Paddy-field remains dating back 8,000 years discovered in China ⑤A Thousand Whys: Why is strategy game Go so charm…

①More zebrafish to swim in China's space station ②Chinese astronomical observatory discovers new comet ③Humanoid robots to participate in half-marathon, sports events in Beijing ④China's national mangrove germplasm resource bank starts construction ⑤Winter sports industry injects vitality into SW Chinese city ⑥A Thousand Whys: Feeling bored? Try th…

①China rolls out measures to boost cultural, tourism consumption ②First Chinese-made large cruise ship to set sail from Qingdao ③China in need of over 31 million of smart manufacturing workers by 2035: report ④Chinese scientists work on first flag capable of waving on Moon ⑤Major lake in China's industrial hub records best water in decades ⑥A Thous…

①Beijing opens airport service counters for foreign travelers ②China's Chengdu plans to build laboratory for police bionic robots ③Chinese researchers develop green, effective pesticide formulation ④Great Wall's most dangerous section to launch 1st tourist route ⑤In Shaanxi, a long-buried Han Dynasty tomb is a study in power ⑥A Thousand Whys: How d…

市场在2025年头三个星期的投资情绪似乎不高。一系列的头条消息和传闻——即将离任的拜登政府将多家中国科技巨头列入 “中国涉军企业 ”名单，以及数日后将上任的特朗普政府的关税威胁，持续对市场情绪造成负面影响。投资者又该如何看待2025年的中美贸易关系？此外，其他近期热门话题，包括2025 年投资者应关注的美国通胀关键驱动因素，以及中国央行最新政策对人民币和股市的影响，也将在本期《与思睿集团月度对话》中得以深度探讨。 本期播客（于2025年1月14日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。 农历新年即将来临，瑞士宝盛仝人恭祝各位在新的一年金蛇献瑞，万事如意！…

①China sets up first medical large model application testing center in Shanghai ②New cross-regional computing service hub officially in operation in west China ③NW China dinosaur tracks reveal Cretaceous behaviors ④Study reveals tiny plastic particles' impact on terrestrial food webs ⑤A Thousand Whys: How the holiday system worked in ancient China?…

①China announces month-long online shopping event for Spring Festival ②Surging number of foreign tourists enter Hainan visa-free in 2024 ③China to have national data infrastructure in place by 2029 ④Chinese scientists pioneer climate-smart crop breeding to combat global warming ⑤Beijing Central Axis to open more heritage spaces to public ⑥A Thousan…

①Chinese scientists make breakthrough in dynamic wireless charging efficiency ②China's first homegrown large cruise ship receives 600,000 inbound and outbound visits ③China unveils facial recovery of ancient human skulls ④Longest city road discovered at 3,000-year-old ancient China capital site ⑤A Thousand Whys: Is human nature good or evil?…

大家好，今次是一个Dating App 番外篇。 由于上期Dating App 的EP有很多朋友说剖析得不够彻底，今天我们一起析解一下dating app 的整个操作：由建立转化率高的profile — 快速判断对方的是否合适— 到约线下见面聊什么—到seduction — 变成长期关系。 今次二位嘉宾透过Dating App 成功脱单的： 宝子，健身教练＋博主，Dating App 经验：5年＋ 。 黑仔，广告公司创业人，Dating App 经验：8年＋。 Lyris，创意人，Dating App 经验：0 年 。 . . 02:00 : 如何建立Profile 08:42 : 照片的场境，统一性，和滤镜 25:44 : Profile的文字要写什么？ 35:19 : 怎样约TA出来？ …

①19 foreigners among China's first officially certified hotpot chefs ②China's online literature rakes in over 605-million-USD in overseas revenue in 2023 ③Longest cross-sea bridge in China's Guangxi opens to traffic ④Historical archery tower in Beijing opens to public ⑤Long-awaited discovery of ancient walls offers insights into China's earliest dy…

①China to accelerate construction of open, unified transportation market ②WeChat QR payment access expanded for visitors to Chinese mainland ③Chang'e-6 samples reveal rebound in moon's magnetic field ④Scientists uncover mysteries of life evolution on early Earth ⑤A Thousand Whys: Why facing the south matters?…

①China to implement 3-year action plan to optimize consumer environment ②China's ancient capital Xi'an launches two direct int'l air routes ③Asteroid named after ancient Chinese mathematician ④Bamboo slips reveal governance ideology of ancient China ⑤Smart robotic arm inspired by elephant nose, octopus tentacle ⑥Ancient climate crisis offers warnin…

①First wholly foreign-owned, third-grade general hospital licensed in China ②New air route links SW China with Jakarta, Indonesia ③China announces nationwide roll-out of private pension scheme ④A Thousand Whys: How did people bathe in ancient China?

2024年，我们目睹了许多经济变量趋向正常化，尤其是通胀和增长，为美国和欧洲的货币政策宽松铺平了道路。展望 2025 年，随着美国新一届共和党政府上台，预期许多变化尚有待应对。我们的分析师认为，成功的关键在于达成财政、地缘政治以及企业等方面的重大“交易”，同时实现经济增长。这对金融市场和投资者又意味着什么？ 敬请收听本期《市场透视》播客，瑞士宝盛亚洲股票专家Monica Xie与固定收益专家Steve Wang将共同探讨当前市场环境、他们对股票和固定收益市场的建议，以及展望2025年的最佳投资选择。由Julius Baer

①China's trade-in program boosts consumer goods sales by over 1 trillion yuan ②Largest "ro-ro" auto terminal in Yangtze River basin goes operational ③Spherical robot joins police patrols in east China city ④Over 97,000 massive open online courses available in China: Ministry of Education ⑤Beijing opens 2 more mausoleums of Ming emperors to public ⑥…

①Mega cross-sea passage in Greater Bay Area opens to traffic ②China unveils commemorative coins to celebrate upcoming Chinese New Year ③'It's the moon's fault': "da nian san shi" to be skipped for next 5 years ④Rescued wild elephant calf in SW China makes good recovery ⑤A Thousand Whys: Why Chinese people "count in nines" in winter?…

人人人，是一个探家博主。他之前是游戏公司的设计师， 但由于找不到工作， 决定先0成本转型做博主。 在媒体越来越卷的2024， 他居然半年由10W粉涨到30W，也实现了和前一份工作一样收作的财务变现。因此，我们一起和他探讨一下他的秘密和技巧 ，例如三秒理論和暗瘡理論。 03:54 : 无聊的内容，由于失真 10:01 : 探家的idea 是怎 18:54 : 你的投放的是投多少钱了？ 21:20 : 对于焦虑？ 24:38 黄金三秒原则 33:59: 怎找到可以访问的人？ 41:42: 现在的报价是？ 48:55: 未来风向？ 嘉宾📕： 人人人🍬🍬🍬 主持📕： 黑色黑仔. 有关《格格不入》Hi 我是正在创业的广告人黑仔。每次，我都会找来一位“不为工资而活”的破格的朋友，和我们聊下他们怎样摆脱公…

①China sets up first quantum computing-empowered medicine research institute ②China's modified AG50 light-sport aircraft makes maiden flight ③Chinese tourist arrivals to Cambodia up 52.5 pct in first 10 months of 2024 ④Shanghai to hold F1 Chinese Grand Prix until 2030 ⑤16 crested ibises returned from Japan settle at Beijing Zoo ⑥Research discovers …

全球市场在过去一个月波动不断。在中国，市场的焦点当属美国当选总统特朗普对华加征关税的一系列发言。“贸易战2.0”是否已经蓄势待发？投资者又该如何面对潜在的关税风险？此外，投资者近期所关心的热门话题，包括对十二月政策会议的预期、中港市场下一个潜在的交易窗口，以及人民币短期与长期的走向，也将在本期《与思睿集团月度对话》中得以深度探讨。 本期播客（于2024年12月9日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。由Julius Baer

①Generative AI product user base in China reaches 230 mln ②China to see 100,000 eVTOLs for taxi and personal use by 2030: industry report ③10 Chinese online literature works added to British Library collection ④Remnants of ancient city gate found in Beijing ⑤A Thousand Whys: What's so special about doornails in China?…

①Beijing, its neighbors launch ice and snow season ②Largest drone-testing airspace in N China approved to bolster emerging economy ③Chinese scientists find a way to effectively remove plastic contaminants in water ④China's first overseas atmospheric background station starts operation in Antarctica ⑤Over 300 endangered storks spotted in north China…

①New exhibition in Beijing offers glimpse into ancient Greece ②China Railway launches rail transport trial for electric vehicle batteries ③Beijing Daxing airport handles 4 million international passenger trips this year ④Chinese scientists discover impact crater on mountain ridge for first time ⑤World's captive panda population hits 757 ⑥A Thousand…

①Quirky science award celebrates the power of curiosity ②New site of Natural History Museum of China to open in 2029 ③Olive seeds from China's space station germinate on Earth ④East China province poised to build bulk commodity hub ⑤South China metropolis plans more gender-neutral toilets to ease long waits for women ⑥A Thousand Whys: Did ancient C…

①Rise of "emotional economy" reflects new trends, dynamics in China's consumption ②Intelligent bus-hailing service transforms city's public transport ③Museum collecting 4,000-year-old relics opens in north China ④A Thousand Whys: Why do Chinese people love pine and cypress?

①Blossoming pet cafes across China serve joy, warmth ②China's leading science institution launches international program on synthetic cells ③Chinese researchers advance understanding of mechanisms behind allergic diseases ④Chinese archaeologists reconstruct 5,000-year-old ancestor's face via 3D technology ⑤A Thousand Whys: Things you should know to…

🎙️ 欢迎收听《格格不入》Podcast！ 每一期，我们都会找来一位”破格”嘉宾，聊聊他们是如何活出一个独一无二的生活态度，顺便了下他们行业的冷知识和八卦。 今期请到Jun @Jun.Glass 📕，一位用玻璃艺术家（和视觉设计师）和我们分享一下她故事。 02:22 居然去谂Project management 12:16 在Melbourne 工作和生活经历 22:58 决定做艺术的心路历程 31:07 现实问题💰和职业发展 42:09 澳洲vs 中国的Dating 49:24 成为Outliner -- 支持和压力

🎙️ 欢迎收听《格格不入》Podcast！ 每一期，我们都会找来一位”破格”嘉宾，聊聊他们是如何活出一个独一无二的生活态度，顺便了下他们行业的冷知识和八卦。 今期请到Bernie，曾经在香港顶级law firm和Nanoleaf 大中华区的Strategy Partner，和我们分享一下他的创业故事。 02:37 一个 PPT 就可以融到几百万 ？ 14:48 创业的好处？ 16:31 大厂 vs 现实 28:37 创业的大坑 - 内部势力 36:59 管理法则：公对公，私对私 44:32 怎样和员工定OKR 53:56 做品牌 vs 人性 01:08:29 职业建议 01:10:52 人脉有多重要？ 01:21:48 最后有二个Tips…

🎙️ 欢迎收听《格格不入》Podcast！ 每一期，我们都会找来一位”破格”嘉宾，聊聊他们是如何活出一个独一无二的生活态度，顺便了下他们行业的冷知识和八卦。今期请到Charile，一位资深User Experience 设计师和我们分享一下他的职业经历。 02:59 从咨询到Computational art 12:56 岗位和Title 的定义逐渐模糊？ 19:22 最早一批 UI 设计师已经财富自由32:31 UI /UX的魅力 - 理性 48:30 曾经的互联网公司 -- 很wild！ 54:04 把所有钱都给花了，回到学校 01:15:55 专业深挖好，夸领域好？ 01:27:29 给一个建议？…

🎙️ 欢迎收听《格格不入》Podcast！每一期，我们都会找来一位”破格”嘉宾，聊聊他们是的破格态度，顺便了下他们行业的冷知识和八卦。今天我們因應要求，聊一个比较轻松的话题 — 線上交友Online dating。 這次的的两位嘉宾，在国內国外身經百戰： 其中一位是运动博主宝子老師（E人）；另一位是沪漂广告人Janice（I人）。 當然，还有使用了Dating App 快十年的黑仔。 03:08: 暖身問題：交过年紀最小/大的對象是？ 06:57: 交友軟件測評： Hinge vs Bumble vs Tinder 20:09: 不要乖乖女： 男生都想要疯狂一点的女生？ 29:04: 100个人里面能成功幾个？ Dating覆盤 44:55: 立馬下頭的Red Flag是？ 52:17: 如…

①"Chinese hamburger" toys captivate youth with creative design, consumption scenarios ②Hong Kong Int'l airport to open third runway on Nov. 28 ③Chinese scientists design membranes to recover oil, water for waste treatment ④How a Chinese city brings ancient trees back to life ⑤A Thousand Whys: Why did Sichuan food stand out among all other cuisines …

①Heilongjiang eyes ice-and-snow boost ahead of 9th Asian Winter Games ②Working group for low-altitude economy established in Shenzhen ③Bonded aircraft repair takes off in China's Xinjiang ④Scientists' new finding challenges current ice sheet modelling ⑤Snow leopards spotted in China's Yunnan for first time ⑥A Thousand Whys: How did ancient Chinese …

①China, Canada to increase direct flights to satisfy travel, trade demands ②Robotic grippers designed to handle delicate living things ③China turns out its self-developed tunnel boring machine with biggest diameter ④Rare flying squirrel species found in China's Xizang ⑤A Thousand Whys: Why could hot pot solve everything for Chinese?…

①China, New Zealand launch fast patent grant program ②Hong Kong optimizes admissions schemes for global talent ③Harbin extravaganza to expand ahead of ninth Asian Winter Games ④Package sales stimulate hotel market as off-season looms ⑤New study uncovers evolution of China's largest desert ⑥A Thousand Whys: Fun Chinese facts you should know about sn…

在本期月度播客当中，我们的专家将讨论近期中国股市的情绪变化、人大常委会会议的政策预期以及解决中国结构性挑战的关键因素。他们还探讨了特朗普或哈里斯当选美国总统对中国经济和全球供应链的影响，以及人民币和黄金的前景。 本期播客(于2024年11月04日录制) 由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。由Julius Baer

①Record-high delegations, athletes expected to participate in 9th Asian Winter Games ②China kicks off month-long consumption campaign in five big cities ③China's Shenzhen to prioritize AI, NEV, biomedical industries ④Dinosaur fossils found in Hong Kong for 1st time ⑤A Thousand Whys: How do Chinese people celebrate the Start of Winter?…

最近精酿手工啤酒變天，Mikkeller， 釀酒狗再繼閉店。因此，今天我找來啤酒徵詢師Vincent聊下手工啤酒。他既是生意人，又是專業啤酒是待酒員，也是crush brew lab 的主理人之一。 . 03:32: 啤酒是待酒員的最愛竟然是...? 09:44: 精酿啤酒市場 13:36: 為什麼愛上啤酒 17:38 老世界啤酒 - 英國 21:00 比利時啤酒中的双料、三料、四料到底指的是？ 25:30: 老世界啤酒 - 德國 29:32: 新世界啤酒 - 美国和IPA 35:10: 酸啤酒是什么？貴在哪？ 40:02: 值1.5w的啤酒是？ 46:43: 專业的人怎样品精酿？ 51:21: 值得一試的中国精酿是…?. . 有關《格格不入》Hi 我是正在创业的广告人黑仔。每次，我都会找來…